Insights dashboard is a powerful tool in visualising the core KPI's of your company.

It shows graphs and summary information in a simple format, that can be dissected and analysed in various ways using filters and drill down mechanism.

It is visible on the home screen of SarasX.

When you are in any other screen and want to see the Insights, you can click on Home menu icon.

Note: Your account needs to be configured to view the insights dashboard. Speak to your admin if it is not available for you.

First make sure you are in the Insights screen by click on the Home menu icon.

Then follow these instruction

• Click on the Select Insights button.
• It will show all the insights for which you have view permission.
• Click on the Insight that is needed.

Note: System will automatically remember your choice and will load the last selected Insight each time you go to the Home menu

• Click on the Select date range button on the top of the insight screen.
• Choose the date range required from the available pre-selected menu
  • Today
  • Yesterday
  • Last 7 Days
  • This Week
  • Last Week
  • This Month
  • Last Month
  • YTD - (Year to date)
  • This Year
  • Last Year
• Or choose Custom Range to specify your own range